Aquatic Capital Management’s Principal Financial Group PFG Stock Holding History

Aquatic Capital Management’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-24,292	Closed	-$2.01M	–	1679
2025 Q3	$2.01M	Buy	24,292 +5,199	+27%	+$416K	0.04%	492
2025 Q2	$1.52M	Sell	19,093 -50,461	-73%	-$3.87M	0.03%	547
2025 Q1	$5.87M	Buy	69,554 +28,256	+68%	+$2.35M	0.15%	182
2024 Q4	$3.2M	Buy	41,298 +22,698	+122%	+$1.91M	0.09%	278
2024 Q3	$1.6M	Buy	18,600 +13,500	+265%	+$1.09M	0.04%	412
2024 Q2	$400K	Buy	+5,100	New	+$414K	0.01%	594
2024 Q1	–	Sell	-29,300	Closed	-$2.31M	–	1548
2023 Q4	$2.31M	Buy	29,300 +17,600	+150%	+$1.27M	0.06%	299
2023 Q3	$843K	Buy	+11,700	New	+$908K	0.04%	373
2022 Q4	–	Sell	-3,500	Closed	-$253K	–	1707
2022 Q3	$253K	Buy	+3,500	New	+$251K	0.02%	556

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Aquatic Capital Management's PFG Position: Q4 2025 in Review

Aquatic Capital Management sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 24,292 shares — an estimated $2.01M sold.

Aquatic Capital Management first reported a position in PFG in Q3 2022 and held it in 9 quarters. The position peaked at $5.87M in Q1 2025. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

Aquatic Capital Management reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
Aquatic Capital Management sold 24,292 Principal Financial Group shares in Q4 2025, an estimated $2.01M.
Aquatic Capital Management first reported a position in Principal Financial Group in Q3 2022 and held it in 9 quarters.
Aquatic Capital Management's Principal Financial Group position peaked at $5.87M in Q1 2025.
893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Aquatic Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.